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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

66 hedge funds and large institutions have $143M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+14
Holders Change %
+26.92%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
19
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20M
2
IWA
2
Inspirion Wealth Advisors
Illinois
$5.17M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.7M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EIA
5
Eldridge Investment Advisors
New Hampshire
$2.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29M
2
SAM
2
Strategy Asset Managers
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.73M
4
Jane Street
4
Jane Street
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$650K 32,554 +22,522 +225%
NA
27
NewEdge Advisors
Louisiana
$589K 29,496 +3,306 +13%
SWP
28
Stratos Wealth Partners
Ohio
$516K 25,838 -12,500 -33%
Truist Financial
29
Truist Financial
North Carolina
$504K 25,000 +25,000 New
FAIM
30
Financial Advocates Investment Management
Washington
$478K 23,922 +1,292 +6%
JSW
31
Journey Strategic Wealth
New Jersey
$465K 23,307 +23,307 New
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$444K 22,214 -8,585 -28%
WWM
33
Wagner Wealth Management
South Carolina
$435K 21,774 -21,722 -50%
B
34
Bensler
Washington
$381K 19,108 -1,626 -8%
DADC
35
D.A. Davidson & Co
Montana
$365K 18,300 +18,300 New
FHA
36
First Horizon Advisors
Tennessee
$360K 18,015 +18,015 New
CAN
37
Cetera Advisor Networks
California
$353K 17,664 +17,664 New
VCM
38
Virtue Capital Management
Tennessee
$353K 17,704 +17,704 New
SPIA
39
Steward Partners Investment Advisory
New York
$349K 17,500 +17,500 New
MSFS
40
Main Street Financial Solutions
Pennsylvania
$345K 17,300 -19,174 -53%
WIP
41
WealthCare Investment Partners
Rhode Island
$331K 16,563 +16,563 New
KWM
42
Kingsview Wealth Management
Oregon
$329K 16,470 -9,280 -36%
JCM
43
Jacobi Capital Management
Pennsylvania
$324K 16,224 +20 +0.1%
KCFA
44
Key Client Fiduciary Advisors
New Jersey
$287K 14,360 +14,360 New
MFS
45
McNamara Financial Services
Massachusetts
$276K 13,822 – –
KIG
46
Kowal Investment Group
Wisconsin
$276K 13,823 +13,823 New
DAS
47
Dynamic Advisor Solutions
Arizona
$243K 12,150 -305 -2%
BCI
48
Brinker Capital Investments
Pennsylvania
$224K 11,207 – –
WCM
49
WealthBridge Capital Management
Ohio
$217K 10,855 +10,855 New
SFS
50
Security Financial Services
Indiana
$214K 10,722 +10,722 New
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